Dimensional National Municipal Bond ETF (NYSEARCA:DFNM) Shares Bought by CPA Asset Management LLC

CPA Asset Management LLC raised its holdings in Dimensional National Municipal Bond ETF (NYSEARCA:DFNM) by 12.6% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 30,383 shares of the company’s stock after purchasing an additional 3,397 shares during the quarter. Dimensional National Municipal Bond ETF comprises approximately 0.7% of CPA Asset Management LLC’s portfolio, making the stock its 25th largest holding. CPA Asset Management LLC owned about 0.12% of Dimensional National Municipal Bond ETF worth $1,451,000 as of its most recent SEC filing.

A number of other institutional investors also recently bought and sold shares of DFNM. C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors increased its stake in Dimensional National Municipal Bond ETF by 5,195.7% in the fourth quarter. C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors now owns 3,943,633 shares of the company’s stock valued at $188,387,000 after purchasing an additional 3,869,164 shares during the period. Strathmore Capital Advisors Inc. acquired a new position in shares of Dimensional National Municipal Bond ETF during the fourth quarter worth about $17,561,000. Yardley Wealth Management LLC acquired a new position in shares of Dimensional National Municipal Bond ETF during the third quarter worth about $12,247,000. Life Planning Partners Inc acquired a new position in shares of Dimensional National Municipal Bond ETF during the fourth quarter worth about $11,866,000. Finally, Vested Financial Planning LLC acquired a new position in shares of Dimensional National Municipal Bond ETF during the fourth quarter worth about $8,924,000.

Dimensional National Municipal Bond ETF Trading Up 0.2 %

Shares of Dimensional National Municipal Bond ETF stock opened at $48.15 on Wednesday. Dimensional National Municipal Bond ETF has a 52-week low of $47.40 and a 52-week high of $48.67. The company’s 50-day simple moving average is $47.85 and its 200-day simple moving average is $48.11.

About Dimensional National Municipal Bond ETF

The Dimensional National Municipal Bond ETF (DFNM) is an exchange-traded fund that mostly invests in investment grade fixed income. The fund is an actively managed ETF that provides exposure to intermediate-term, investment-grade municipal bonds that are exempt from federal income tax. DFNM was launched on Dec 15, 2021 and is managed by Dimensional.